WAM
CARO

Wealthspire Advisors (Maryland)’s Carolina Financial Corp. CARO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,878
Closed -$109K – 2644
2018
Q3 		$109K Buy
2,878
+4
+0.1% +$151 0.01% 651
2018
Q2 		$123K Buy
2,874
+3
+0.1% +$128 0.01% 621
2018
Q1 		$113K Buy
2,871
+4
+0.1% +$157 0.01% 670
2017
Q4 		$106K Buy
+2,867
New +$106K 0.01% 693